Epi Info™ 7 Software for Public Health EIS Summer Course

1. Epi Info™ 7 Software for Public HealthEIS Summer Course José Aponte Public Health Advisor Data Collection through the Web using Epi Info™ 7 Web Survey July 2015 Center for Surveillance, Epidemiology, and Laboratory Services Division of Health Informatics and Surveillance

2. Epi Info™ Web Survey • Introduction to EIWS • Designing a form to be published to the web • Demonstrations • Publishing a Form to the Web • Importing Data From the Web

3. Learning Objectives • After this session the participant will be able to: • Describe the Epi Info™ Web Survey system. • Design a form intended for web publishing. • Set up the endpoint address. • Publish a survey to the web. • Update a survey already published. • Begin a web survey, Finish Later, and Submit. • Import data from a web survey.

4. Introduction to EIWS • Companion to the Epi Info™ 7 suite of tools • Allows the survey designer to collect information from participants over the internet. • Data collection only – not a data management tool

5. Introduction to EIWS • Survey forms can be published to any properly configured web server hosted by your institution or an outside party • Specific Universal Resource Locator (URL) or website address is created when published. • Distribute the URL over email, by posting it on a web page, or using other methods. • Participants access the web survey and submit their responses through a web browser or mobile device.

6. Introduction to EIWS • Responses are downloaded directly into the original Epi Info™ 7 project for analysis. 3 4 2 1

7. Introduction to EIWS • http://wwwn.cdc.gov/epiinfo/7/EIWS_index.htm • Hardware, Software, and Setup is required • Hardware requirements: • Web server (Windows server 2008 or Windows server 2008 R2) • Database server

8. Introduction to EIWS • Software requirements: • Web server • Internet Information services (IIS) 7.0 / 7.5 • .NET 4.0 • ASP.NET MVC 4 • Database server • SQL Server 2008 • SMTP Server – application needs to know the name • Survey Manager Admin Client • Policy requirements (depending on your organization)

9. Designing a Form for Publishing • Not all field types are supported

10. Designing Forms for Publishing- Check Code Supported Commands: Non-Supported Commands: • Assign • Clear • Dialog • Simple Dialog only • Enable / Disable • Go To • Hide / Unhide • Highlight / Unhighlight • If / Then / Else • Set-Required / Set-Not-Required • AutoSearch • Define • Dialog • Get Variable Dialog • List of Values Dialog • Execute • Geocode • Help • NewRecord • Quit

11. Designing Forms for Publishing- Functions Supported Functions: Non-Supported Functions:

12. Initial Set Up • Requires information that is either provided: • Web Survey System administrator • Generated by the Web Survey • Required information: • Endpoint Address – designates the location or URL of the application that hosts surveys. • Organization Key – provides survey designer access to publish the survey and import the responses. • Survey Key – identifies the survey that corresponds to the Security Token for downloading data. • Security Token – grants access to the survey data and prevents others with the Organization Key and Survey Key from accessing the data.

13. Initial Set Up • Settings are configured from the Epi Info 7 Main Menu • Tools > Options>Web Survey

14. Designing a Form for Publishing • Attempt to publish a form with non-supported fields…

15. Publish Form to Web • From the Form Designer menu, select File > Publish Form to Web.

16. Publish Form to Web • Publish Form to Web dialog box: • Introduction Page – provides information to the survey participant prior to beginning the survey • Exit Page – provides closing remarks to the survey participant after the survey is submitted • Publish Options – specifies technical aspects of the web survey posting process

17. Publish Form to Web • Introduction Page Tab

18. Publish Form to Web • Select the survey start and closing dates and times • Click Next to save this information and proceed to the Exit Page tab

19. Publish Form to Web • The Exit Page tab displays closing • Select One response only or Many responses allowed • Click Next to proceed to the Publish Options tab.

20. Publish Form to Web • For first time publishing, Publish Mode = DRAFT • Enter/Paste the Organization Key • Click Publish Form

21. Publish Form to Web • When publishing completes, dialog shows: • Internet link or URL to send to survey participants • Survey key • Security token • Click the Copy All to Clipboard button. • Paste the information from the Clipboard for later

22. Test the Draft Survey • Testing the survey is important to confirm: • field types, questions, and answer choices for analyses • layout, tab order, skip patterns and other aspects of answer validation • Two ways to test the survey: • Click the ‘Go’ button next to the URL… Launches default browser • Or … Click the ‘Copy’ button, Launch web browser,Paste URL into address bar.

23. Test the Draft Survey • Welcome page is displayed • DRAFT watermark indicates survey mode • Note Pass Code to return to an incomplete response • Click ‘Begin Survey’ to enter a Draft or Test response.

24. Testing Your Survey • Confirm that you can successfully publish the form • navigate among the pages • enter more test data • reconfirm the validations and Check Code behavior is working properly. • check the tab order • To ensure full functionality • download the test data • perform a sample analysis. • If an error is observed, make necessary corrections and repeat these steps until the survey functions as desired.

25. Import Draft Mode Test Data • From the Epi Info™ main menu: • Select Enter Data • Or select Tools > Enter Data • Open the project and form used to publish the web survey. • From the File menu, select Import Data > From Web.

26. Import Draft Mode Test Data • Web Survey Key, Organization Key, and Security Token required

27. Import Draft Mode Test Data • Import responses in Draft Mode, select one of the “draft mode” import types • Type of Import options: • Completed records in draft mode - Responses include only those where the ‘Submit Survey’ button was clicked on last page. • All records in draft mode - Responses include those where ‘Submit Survey’ button was clicked AND any “Incomplete” responses – such as those where ‘Finish Later’ feature was used.

28. Import Draft Mode Test Data • Click Import • After the import is complete, click Close. • Responses appear in the survey form and are added to your Epi Info™ database. • The import process can be done several times as people begin the survey and responses are created.

29. Questions? For more information please contact Centers for Disease Control and Prevention 1600 Clifton Road NE, Atlanta, GA 30333 Telephone: 1-800-CDC-INFO (232-4636)/TTY: 1-888-232-6348 Visit: www.cdc.gov | Contact CDC at: 1-800-CDC-INFO or www.cdc.gov/info The findings and conclusions in this report are those of the authors and do not necessarily represent the official position of the Centers for Disease Control and Prevention. Center for Surveillance, Epidemiology, and Laboratory Services Division of Health Informatics and Surveillance